PI BETA PHI FRATERNITY ALABAMA BETA CHAPTER (EIN 630289647) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

JESSICA SEITZ

Phone

6362560680

Tax Period

2024-07-01 to 2025-06-30

Pi Beta Phi Fraternity Alabama Beta Chapter, founded in 1949, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2017. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 10% surplus.

Mission

TO MUTUALLY ENCOURAGE AND ASSIST MEMBERS IN SOCIAL, MENTAL, AND MORAL ADVANCEMENT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,170

Program Service Revenue $3,702,779

Investment Income $580

Other Revenue $284,007

TOTAL REVENUE $3,994,536

Expense Breakdown

Grants Paid $71,792

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,894,430

TOTAL EXPENSES $3,966,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,994,536	$3,552,905	+0.1%
Expenses	$3,966,222	$3,738,191	+0.1%
Net Income	$28,314	$-185,286	-1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BROOKE MAYOR	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
AVERY GOODRICH	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MIA JANKOWIAK	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
REBECCA EDWARDS	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
CHLOE HETLAND	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
HANNA MODEL	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
HANNAH BOWE	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
ALEXANDRA BULRIS	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0
HANNAH BOWE	CHAPTER PRESIDENT	10.00	Officer Director	$0	$0	$0
PHEBE TODD	VICE PRESIDENT COMMUNITY RELATIONS	5.00	Officer Director	$0	$0	$0
MIA JANKOWIAK	VICE PRESIDENT FINANCE/HOUSING	10.00	Officer Director	$0	$0	$0
CATELYN HARTMAN	VICE PRESIDENT MEMBER EXPERIENCE	5.00	Officer Director	$0	$0	$0
LEXI BUSH	VICE PRESIDENT OPERATIONS	5.00	Officer Director	$0	$0	$0
ALLISON MASTERS	VICE PRESIDENT RECRUITMENT	5.00	Officer Director	$0	$0	$0
ABIGAIL GAJEWSKI	VICE PRESIDENT RISK MANAGEMENT	5.00	Officer Director	$0	$0	$0
OLIVIA RODRIGUEZ	VICE PRESIDENT INCLUSION	5.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$3,994,536	$3,966,222	$1,058,310	$28,314
2024	No data	No data	No data	No data
2023	$3,346,508	$3,247,661	$1,222,731	$98,847
2022	$3,235,102	$3,298,875	$1,016,424	$-63,773
2021	$2,694,695	$2,582,779	$1,095,885	$111,916
2020	$1,042,453	$1,258,079	$1,000,462	$-215,626
2019	$1,965,363	$1,680,061	$1,202,291	$285,302
2018	$1,573,292	$1,418,859	$931,169	$154,433

PI BETA PHI FRATERNITY ALABAMA BETA CHAPTER